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Posted by
Two Blokes Mon at 9:00 AM -
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I'm upgrading Five9 to Buy, as disruption fears are easing and a second quarter beat is on the cards. AI will complement, not replace, human agents; most clients plan to retain staff, supporting stable subscription counts and ARPU growth for FIVN. Its Q2 earnings are likely to surpass expectations, with benign competition and ongoing margin improvement initiatives.
